<p>We are seeking a Legal Assistant to join our team based in Campbell, California. In this role, you will be using your extensive legal knowledge to perform a variety of tasks, including the management of legal documents, client communication, and the use of case management software. This role operates within the legal industry and provides an exciting opportunity to be part of a dynamic workplace. </p><p><br></p><p>Responsibilities:</p><p>• Utilize various legal software to manage client information and legal procedures.</p><p>• Manage the e-Filing of documents in state and federal courts.</p><p>• Maintain a clear understanding and application of civil procedures and litigation.</p><p>• Prepare legal documents, pleadings, and discovery.</p><p>• Use Case Management Software (CMS) and Clio to track deadlines and manage tasks.</p><p>• Maintain high attention to detail when dealing with client relations and claim administration.</p><p>• Exhibit effective communication skills in liaising with clients and team members.</p><p>• Handle billing functions and calendar management efficiently.</p><p>• Foster a positive environment through good interpersonal skills.</p>
<p><strong>Client Service Associate – Wealth Management</strong></p><p>A rapidly growing Registered Investment Advisory firm is seeking a <strong>Client Service Associate</strong> to join its team. This role is ideal for someone who wants to deepen their expertise in wealth management, work closely with senior advisors, and build a long‑term career in a collaborative, high‑performing environment.</p><p><br></p><p>The firm has grown significantly through client referrals, maintains strong retention, and offers a highly educational workplace with training in industry‑leading technologies such as FactSet, Bloomberg, and Morningstar tools. You will receive hands‑on development in portfolio operations, client service, compliance processes, and performance reporting.</p><p><br></p><p><strong>About the Role</strong></p><p>As a Client Service Associate, you will play a critical role in delivering a high level of service to sophisticated clients and supporting advisors across all aspects of operations and client management. You’ll be deeply involved in both client‑facing tasks and back‑office responsibilities, ensuring a smooth and accurate client experience.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Provide high‑touch service to sophisticated clients </li><li>Prepare and process account paperwork, transfers, new accounts, and trade requests in a timely manner </li><li>Assist with client meetings by preparing performance, attribution, and investment reports </li><li>Maintain and organize confidential client documentation, legal and financial records, and correspondence </li><li>Handle ongoing compliance tasks in accordance with firm policies </li><li>Reconcile client portfolio accounts against custodial records to ensure accuracy </li><li>Monitor client emails, prepare meeting notes, and track scheduling and follow‑up items </li><li>Support back‑office reconciliation, portfolio monitoring, and operational processes</li><li>Assist with performance reporting, including contribution and attribution analysis</li><li>Support web‑based client meetings and operational workflows</li><li>Provide assistance with international banking logistics and asset movement</li></ul><p><strong>What Makes This Opportunity Stand Out</strong></p><ul><li>Clear career path with potential advancement into leadership roles</li><li>Low‑turnover environment with strong mentorship and internal development</li><li>Access to industry‑leading technology and ongoing training</li><li>Excellent work‑life balance within a stable and growing firm</li><li>Highly client‑focused culture with strong referral‑based growth</li><li>Firm supports professional designations (e.g., Series 65, CFP)</li></ul>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Real Estate Accounting Manager (Residential)</strong></p><p>A privately held, multi‑generational family office is seeking an experienced <strong>Real Estate Accounting Manager</strong> to oversee accounting and financial operations for a portfolio of residential properties and ongoing construction projects. This role offers meaningful visibility, autonomy, and the opportunity to work in a trusted, relationship‑driven environment.</p><p><br></p><p><strong>About the Organization</strong></p><p>This established family office manages a diverse mix of investments, including public markets, private equity, real estate, and alternative assets. The team works closely with top-tier advisors and maintains a long-term, stewardship-focused approach to wealth management. The environment is collaborative, high‑trust, and built for stability and excellence.</p><p><br></p><p><strong>Role Overview</strong></p><p>You will take full ownership of property-level accounting, construction cost tracking, and financial reporting for residential real estate holdings. This role is ideal for someone who enjoys hands-on work, variety, and close partnership with internal stakeholders and external vendors.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><br></p><p><strong>Residential Property Accounting</strong></p><ul><li>Lead full‑cycle accounting for residential properties, including GL management, journal entries, and monthly close</li><li>Oversee AP, vendor management, and expense allocations</li><li>Prepare monthly/annual financial statements for property entities</li><li>Reconcile bank accounts, credit cards, and intercompany activity</li><li>Support budgeting and cash‑flow planning</li></ul><p><strong>Construction Project Accounting</strong></p><ul><li>Manage CIP accounting for development and renovation projects</li><li>Review contracts, budgets, and change orders; monitor spending vs. budget</li><li>Coordinate closely with project managers, contractors, and vendors</li><li>Capitalize completed projects and transition them to operational assets</li></ul><p><strong>General Family Office Support</strong></p><ul><li>Maintain strong internal controls and documentation</li><li>Liaise with external CPAs and tax advisors</li><li>Support year-end close, audit requests, and tax preparation</li><li>Handle sensitive financial information with discretion</li></ul><p><br></p><p><strong>Compensation & Benefits</strong></p><ul><li>Competitive base salary</li><li>Annual bonus (typically 6–15%)</li><li>401(k) match up to IRS maximum</li><li>Annual wellness stipend</li><li>Monthly commute benefit</li><li>Medical, dental, and vision insurance with high employer coverage</li></ul>
<p><strong>Unlock Your Legal Career: Join Us as a Corporate Paralegal in Palo Alto!</strong></p><p>Are you a driven and detail-oriented legal professional ready to make a real impact? We invite you to become an essential part of our in-house legal team as our next <strong>Corporate Paralegal</strong>! Work alongside accomplished attorneys in a collaborative, high-performance legal environment where your contributions are valued and your expertise can thrive.</p><p><br></p><p><strong>Why You’ll Love This Role:</strong></p><ul><li><strong>Impactful Work</strong>: Support strategic corporate initiatives by managing key governance, compliance, and real estate transactions that shape our company’s success.</li><li><strong>Diverse Challenges</strong>: Tackle sophisticated projects involving multi-jurisdictional entity management, high-stakes financings, and complex acquisitions. Every day brings new opportunities to grow your skill set.</li><li><strong>Professional Growth</strong>: Gain hands-on experience working directly with senior attorneys and leaders. You’ll play a critical role in transaction execution, entity management, and process optimization.</li><li><strong>Cutting-Edge Environment</strong>: Join a forward-thinking legal department that leverages modern technology and best practices to drive efficiency and results.</li><li><strong>Work-Life Balance</strong>: Enjoy predictable hours in a supportive culture, with the flexibility of partial remote work in beautiful Palo Alto.</li></ul><p><strong>What You’ll Do:</strong></p><ul><li>Draft and review corporate governance documents, board resolutions, and compliance filings.</li><li>Manage entity formations, dissolutions, and registrations across multiple states or countries while maintaining accurate records.</li><li>Assist with due diligence for acquisitions, financings, and joint ventures—prepare transaction summaries and coordinate closings.</li><li>Prepare and review documents for real estate deals and property management, upholding accuracy and compliance.</li><li>Maintain legal databases and facilitate the execution and filing of essential documents.</li><li>Collaborate with outside counsel, title companies, and colleagues across departments.</li><li>Tackle new challenges and support process improvements across our legal operations.</li></ul>
<p><strong>Interested?</strong></p><p>Apply today and share your resume with <strong>JC del Rosario</strong> via LinkedIn—I’d love to connect and walk you through this opportunity!</p><p><br></p><p><strong>Accounts Payable Specialist</strong></p><p><br></p><p><strong>Join a Dynamic Real Estate Team</strong></p><p><br></p><p><strong>About the Role</strong></p><p>Are you detail‑oriented and enjoy keeping things running smoothly behind the scenes? We’re looking for an <strong>Accounts Payable Specialist</strong> to support invoice processing, maintain accurate financial records, and help ensure everything stays on track and compliant. This is a great opportunity to grow your accounting career in a collaborative, fast‑paced real estate environment.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Handle end‑to‑end accounts payable for multiple properties</li><li>Code and process invoices accurately and on time</li><li>Support month‑end close, cash flow forecasting, and budgeting activities</li><li>Partner closely with property management and accounting teams</li><li>Maintain organized electronic records and assist with compliance efforts</li></ul><p><br></p>
We are looking for an organized and proactive Workplace Coordinator to join our team in San Francisco, California. This is an onsite role that requires strong communication skills and the ability to manage multiple tasks effectively. As a Contract to permanent position, it offers the opportunity to grow within the organization while contributing to the smooth operation of workplace activities.<br><br>Responsibilities:<br>• Coordinate daily workplace operations to ensure seamless functionality across various departments.<br>• Manage schedules and dispatch tasks efficiently to meet deadlines and optimize productivity.<br>• Handle office administration tasks, including answering inbound calls and maintaining documentation.<br>• Oversee payroll processes from start to finish, ensuring accuracy and timely completion.<br>• Track and manage freight costs and shipping logistics to support operational needs.<br>• Process and review freight bills to ensure compliance with company standards.<br>• Prepare annual filings and maintain records to meet regulatory requirements.<br>• Communicate effectively with clients, including older English-speaking individuals, to address inquiries and provide solutions.<br>• Collaborate with team members to develop strategies for improving workplace efficiency.<br>• Maintain a detail-oriented appearance and represent the company in a business-smart manner.
<p><strong>Job Description:</strong></p><p>The Staff Accountant with automation and AI expertise supports daily accounting operations and leverages technology to improve financial processes. Key responsibilities include preparing journal entries, assisting with account reconciliations, supporting month-end close, and utilizing automation and AI tools to streamline data management and reporting. The ideal candidate will have experience with accounting software enhancements and can collaborate with finance and IT teams to drive process efficiency and accuracy.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare and post journal entries.</li><li>Support account reconciliations and resolve any discrepancies.</li><li>Assist in automating routine accounting tasks and implementing AI-powered solutions for data analysis.</li><li>Contribute to month-end and year-end close procedures.</li><li>Generate reports and support financial data analysis for management.</li><li>Identify and drive process improvements using automation technologies.</li><li>Maintain compliance with company policies and relevant accounting standards.</li><li>Collaborate with cross-functional teams to optimize system integrations.</li></ul>
<p>We are looking for a skilled Wordpress Engineer to join our client's team on a contract basis. In this role, you will design and develop a high-quality Wordpress website aimed at showcasing the excellence of their design team and attracting top-tier talent. The project will involve crafting a visually stunning and interactive site that aligns with the brand standards and supports evergreen content and a growing blog.</p><p><br></p><p>Responsibilities:</p><p>• Collaborate closely with designers to create a Wordpress website that reflects high standards of animation, visual detail, and interactive functionality.</p><p>• Design and implement unique animations, parallax effects, and hover states to deliver a visually engaging user experience.</p><p>• Develop a site that enables the design team to independently upload and manage content using established Wordpress tools.</p><p>• Ensure seamless integration of Wordpress into existing systems and websites.</p><p>• Execute website designs with precision, matching Figma files and design specifications accurately.</p><p>• Provide recommendations for improving the long-term functionality and maintainability of the site and its blog.</p><p>• Attend meetings and align work schedules with partners during standard business hours.</p><p>• Test and optimize the website for performance, responsiveness, and user experience.</p><p>• Work autonomously while maintaining clear communication with stakeholders to ensure project success.</p>
<p><strong>Jennifer Fukumae with Robert Half Financial Services</strong> is partnering with a <strong>top-performing, early-stage venture capital firm (~$2.5B AUM)</strong> on a confidential search for a <strong>Controller</strong> to join its growing finance team.</p><p> </p><p>This Bay Area–based venture capital firm invests in technical founders from seed through early growth and has built a strong performance track record across multiple fund vintages. Having recently raised its latest fund, the firm continues to scale across several strategies while maintaining a collaborative, lean operating culture. The Controller will serve as the CFO’s right hand, leading the day-to-day finance function across funds and management entities. This hands-on role partners closely with third-party administrators and drives process and system improvements, enabling the CFO to focus on strategic initiatives in a fast-paced, high-growth environment.</p><p><br></p>
We are looking for a skilled Litigation Associate to join our team in San Jose, California. This role focuses on handling real estate disputes and litigation while providing support for other practice areas within the firm. The ideal candidate will bring expertise in civil litigation, a strong understanding of California law, and a commitment to delivering excellent legal services.<br><br>Responsibilities:<br>• Conduct in-depth legal research and analysis to develop effective case strategies.<br>• Draft legal documents, including pleadings, motions, and discovery requests, with accuracy and attention to detail.<br>• Represent clients in settlement negotiations, hearings, and trials to secure favorable outcomes.<br>• Collaborate with colleagues to address complex legal matters and provide strategic guidance.<br>• Review and interpret California civil procedure and evidence codes to ensure compliance in litigation processes.<br>• Manage client matters with professionalism and maintain strong communication throughout the case lifecycle.<br>• Prepare for and participate in depositions, mediations, and other litigation proceedings.<br>• Maintain a high standard of ethical conduct and professionalism while advocating for clients.<br>• Stay informed about legal developments and changes in real estate law to provide informed counsel.<br>• Support the firm's broader litigation practices as needed, contributing to a collaborative team environment.
<p>The Compliance and Controls Analyst is responsible for supporting the organization’s internal control framework, conducting SOX compliance activities, assessing risk, and ensuring audit readiness. This role performs risk assessments, monitors adherence to company policies and regulatory requirements, and partners with cross-functional teams to design, implement, and test internal controls. The ideal candidate brings strong analytical skills, attention to detail, and experience in a SOX or audit/compliance environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Coordinate and execute SOX compliance activities, including documentation, testing, and remediation of internal controls.</li><li>Support risk assessment processes and identify areas of potential control gaps or deficiencies.</li><li>Assist in audit readiness projects, working with internal and external auditors to facilitate smooth audit processes.</li><li>Evaluate the effectiveness of operational and financial controls and recommend improvements.</li><li>Maintain up-to-date documentation and ensure policies and procedures align with regulatory requirements.</li><li>Develop and deliver training or guidance on internal control best practices.</li><li>Partner with finance, IT, and business operations teams to drive process improvements and maintain compliance standards.</li></ul>
<p>We are looking for a dedicated Controller to lead financial operations and provide strategic guidance for our clients organization in the Stanislaus County. This role requires expertise in accounting, budgeting, compliance, and leadership to ensure the company’s financial health and efficiency. The ideal candidate will drive financial reporting accuracy, uphold internal controls, and contribute to long-term business strategies. Contact Edgar Gonzalez if interested 209.395.2259</p><p><br></p><p>Responsibilities:</p><p>• Oversee daily accounting activities, including general ledger, accounts payable, accounts receivable, and payroll management.</p><p>• Prepare and analyze monthly, quarterly, and yearly financial statements to ensure accuracy and compliance.</p><p>• Lead the annual budgeting process in collaboration with the executive team and monitor budget performance.</p><p>• Develop and maintain robust internal controls to safeguard company assets and ensure compliance with policies and regulations.</p><p>• Mentor and manage the accounting team, fostering growth and accountability.</p><p>• Provide financial insights and analysis to support decision-making across operations, sales, and credit functions.</p><p>• Monitor cash flow, working capital, and oversee customer credit approvals and collections.</p><p>• Maintain strong banking relationships and support financing activities as needed.</p><p>• Partner with senior leadership to align financial strategies with organizational goals.</p><p>• Identify opportunities to enhance profitability and operational efficiency through strategic initiatives.</p>
<p>We are looking for an experienced Senior Fraud Analyst focused on transaction monitoring to join a startup financial service company located in San Francisco, California. This 3-month contract role has a possibility of becoming permanent. The main focuses include <strong>real‑time authorization decisions, fraud rule strategy, and performance optimization</strong> across fraud losses and false positives. The ideal candidate brings deep experience from an <strong>issuing bank, BIN sponsor, or program manager environment.</strong></p><p><br></p><p>Responsibilities:</p><ul><li>Perform <strong>real‑time authorization decisioning and queue review</strong>, approving or declining flagged transactions</li><li><strong>Build, tune, and maintain fraud rules</strong>, including velocity rules, spend pattern logic, and merchant category (MCC) restrictions</li><li>Analyze transaction data to <strong>identify emerging fraud trends</strong> and design new detection strategies</li><li>Balance <strong>fraud loss prevention with false‑positive management</strong> to meet approval‑rate and loss targets</li><li>Partner cross‑functionally with Product, Risk, and Operations to improve authorization performance</li><li>Leverage issuer fraud platforms and rule engines such as <strong>Falcon, Forter, Sardine, Sift, or similar tools</strong></li><li>Apply a strong understanding of <strong>interchange, authorization flows, and network decline codes</strong> to decisioning and rule design</li></ul>
<p>Legal Assistant to join our team in San Francisco, California.</p><p><br></p><p>Duties: </p><ul><li>Prepare pleadings, motions, briefs, discovery materials. </li><li>TOCs and TOAs</li><li>Electronic and paper filing </li><li>Prepare binders and document production </li><li>Provide administrative assistance on complex litigation processes and deadlines</li><li>Support attorneys with time management tasks, time entry and billing coordination </li></ul>
<p>Plaintiff-side Law Firm looking to hire a Staff Attorney to join team in San Francisco, California. The ideal candidate will bring a passion for social justice and a strong commitment to delivering high-quality legal services.</p><p><br></p><p>Responsibilities will include, but not be limited to: document review, legal research and writing, deposition preparation, and more. </p><p><br></p>
We are looking for an organized and detail-oriented Administrative Coordinator for a short-term contract position in Stockton, California. This role involves supporting a contract-based project over the course of three days. If you enjoy working in a fast-paced environment and have strong organizational skills, we encourage you to apply.<br><br>Responsibilities:<br>• Prepare and organize materials for a large-scale mailing project.<br>• Manage envelope stuffing tasks efficiently and accurately.<br>• Follow detailed instructions to ensure project requirements are met.<br>• Coordinate with team members to maintain workflow and timelines.<br>• Ensure all documentation and materials are properly handled and stored.<br>• Maintain a clean and organized workspace throughout the project.<br>• Communicate progress updates to supervisors as needed.<br>• Adhere to the provided schedule, including designated break times.<br>• Support any additional administrative tasks related to the project.
<p>The Office Services Associate is responsible for adding value in providing daily back office services for our client and teams. Services include but are not limited to reprographics copy and mail services in both physical and digital environments with support for services in hospitality facilities audio/visual reception and other service lines as needed. </p><p><br></p><p> Job duties </p><p> * denotes an essential function </p><p> - *Utilize appropriate logs for all office services work. </p><p> - *Ensure that job tickets are properly filled out before beginning work. </p><p> - *Perform work in office services primarily reprographics mail and intake functions according to established procedures. </p><p> - *Follow procedures to run jobs in proper order. </p><p> - *Communicate with supervisor or client on job or deadline issues. </p><p> - *Meet contracted deadlines for accepting completing and delivering all work. </p><p> - *Troubleshoot basic equipment problems. </p><p> - Be able to lift up to 50 lbs. on a regular basis. </p><p> - Prioritize workflow. </p><p> - Performs Quality Assurance on own and work of others. </p><p> - Load machines with various paper toner supplies. </p><p> - Answer telephone emails and place service calls when needed. </p><p> - Interact with clients in person over the phone or electronically. </p><p> - Adhere to Williams Lea policies in addition to client site policies. </p><p> - Use equipment and supplies in a cost-efficient manner. </p><p> - Assist other departments such as Hospitality and Reception when needed. </p><p><br></p>
<p>We are looking for a skilled Training and Development Specialist to join client based in South Bay, California. In this role, you will design, implement, and manage effective training programs that enhance employee growth, ensure compliance, and support operational excellence. The ideal candidate will have extensive experience in manufacturing or high-tech industries, with a strong ability to translate complex technical concepts into clear and engaging training materials.</p><p><br></p><p>Responsibilities:</p><p>• Develop and deliver comprehensive training programs tailored to organizational needs and compliance requirements.</p><p>• Collaborate with cross-functional teams to identify skill gaps and create targeted learning solutions.</p><p>• Design accessible training materials that effectively communicate technical concepts to diverse audiences.</p><p>• Facilitate group training sessions, ensuring participant engagement and knowledge retention.</p><p>• Evaluate the effectiveness of training initiatives and implement improvements based on feedback and performance metrics.</p><p>• Ensure compliance with relevant quality standards, including ISO 9001.</p><p>• Manage projects related to training development using formal project management methodologies.</p><p>• Support employee development through cross-training initiatives and customized learning modules.</p><p>• Apply Agile Scrum practices to streamline training program delivery.</p><p>• Maintain up-to-date knowledge of industry trends to enhance training strategies</p>
<p>We are looking for a detail-oriented SBA Loan Processor to join our team on a contract basis in Walnut Creek, California. In this role, you will play a critical part in ensuring the accuracy, compliance, and efficiency of loan processing and administration. The ideal candidate will have experience in SBA 7(a) loans and a strong background in loan documentation and financial analysis.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Collect, organize, and verify borrower documentation, including financial statements, tax filings, and collateral details.</p><p>• Review and ensure accuracy of SBA forms and documentation required for loan processing.</p><p>• Prepare audit-ready loan files that comply with underwriting and regulatory standards.</p><p>• Analyze borrower financials to determine eligibility and address any discrepancies or missing information.</p><p>• Maintain and update loan documents in the loan origination system with proper naming conventions and version control.</p><p>• Oversee loan file checklists and ensure accurate status tracking throughout the loan process.</p><p>• Input and update loan data in SBA platforms and servicing systems as needed.</p><p>• Support the creation and maintenance of department procedures, templates, and standard operating processes.</p><p>• Monitor post-closing loan files to ensure compliance with collateral, insurance, and financial covenants.</p><p>• Assist with guaranty purchase package preparation, including file remediation and documentation collection.</p>
<p>We are looking for an experienced HR Director to lead our company in Hayward, California. The ideal candidate will drive employee relations strategies, oversee compensation and benefits programs, and ensure compliance with HR policies and regulations. This role is pivotal in fostering a positive workplace culture and aligning HR practices with organizational goals.</p><p><br></p><p>Responsibilities:</p><ul><li>Partner with executive leadership to develop and execute HR strategy aligned with business goals</li><li>Lead succession planning, workforce planning, organizational development, and change management</li><li>Drive culture, engagement, and DEI initiatives across the organization</li><li>Oversee talent acquisition, onboarding, retention, and workforce planning using HR analytics</li><li>Serve as senior advisor on employee relations, performance management, and conflict resolution</li><li>Ensure compliance with employment laws, manage HR risk, and strengthen policies and controls</li><li>Lead payroll, benefits, and compensation strategy, including annual reviews and incentives</li><li>Develop leadership and workforce training, upskilling, and succession programs</li><li>Optimize HRIS, reporting, and HR processes; lead engagement, recognition, and team-building initiatives</li></ul>
<p>We’re excited to offer a fantastic opportunity for an Attorney to join our dynamic team in Fresno, California! In this key role, you’ll handle litigation cases, draft and review essential legal documents, and ensure compliance with professional standards. If you’re ready to make a meaningful impact and grow your legal career in a collaborative environment, we’d love to hear from you!</p><p><br></p><p>Responsibilities:</p><p>• Managing a caseload of litigation files from their inception through to trial</p><p>• Drafting, preparing, and responding to various legal documents such as pleadings, discovery, and motions</p><p>• Ensuring superior awareness and compliance with all applicable rules of detail-oriented conduct</p><p>• Utilizing comprehensive legal knowledge to promote high standards of detail-oriented practice</p><p>• Handling litigation and other legal assignments as required</p><p>• Applying strong research and writing skills to all tasks</p><p>• Engaging in civil litigation, specifically insurance defense litigation, including involvement in jury trials</p><p>• Maintaining accurate and detailed reports for file analysis.</p>
<p>We are seeking an experienced Accountant to support our nonprofit organization in Sacramento. This role is responsible for performing full-cycle accounting functions, from original books of entry through financial statements, while coordinating with multiple departments to ensure accurate and efficient financial operations. The Temporary Accountant will play a key role in supporting day-to-day accounting activities, month-end close, grant reimbursement billing, and audit preparation.</p><p><br></p><p>Key Responsibilities</p><ul><li>Perform general accounting functions including cost accounting, accounts payable (AP), accounts receivable (AR), credit card reconciliations, expense reports, and monthly account reconciliations</li><li>Prepare and review monthly time and payroll allocations</li><li>Prepare and file required federal, state, and local tax forms</li><li>Prepare and review profit and loss (P& L) statements with program managers</li><li>Prepare month-end reimbursement billing for grant administrators</li><li>Monitor and reconcile security deposits and community fees</li><li>Assist with the annual fiscal audit conducted by an independent accounting firm</li><li>Reconcile bank accounts, deposits, and address bank-related inquiries</li><li>Prepare monthly financial statements including Statements of Financial Position, Statements of Activities, and departmental performance reports</li><li>Reconcile balance sheet accounts and support month-end close</li><li>Prepare monthly variance analysis narratives comparing actual results to budget</li><li>Assist with research and preparation of operating and capital budgets as needed</li><li>Collaborate with internal departments to support overall financial operations</li></ul>
<p>We are seeking an Accounts Receivable (AR) Clerk with a minimum of 2 years of relevant experience for a temp-to-hire opportunity. This role is ideal for someone who thrives in a collaborative team environment and demonstrates professional and clear communication skills.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Process accounts receivable transactions and maintain accurate records.</li><li>Reconcile accounts, research discrepancies, and follow up on outstanding balances.</li><li>Generate and analyze AR reports using MS Excel, including working with large data sets.</li><li>Support cash application and assist with month-end closing activities.</li><li>Collaborate closely with internal teams to resolve payment issues.</li><li>Provide updates and reporting as needed.</li></ul><p><br></p>
<p>A leading organization is seeking a Senior Legal Assistant to provide advanced paralegal and administrative support to a busy legal department. This full-time, in-office position is located in San Jose and covers corporate governance, contract management, and comprehensive legal operations. Experience in the energy, utilities, or related sectors is a plus, but not required. If you're a Senior Legal Assistant or Paralegal with 15+ years of experience looking to take the next step in your career, apply today!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Provide executive-level support to legal leadership, including managing legal matters, invoice and PO processing, and coordinating with vendors.</li><li>Support Board and committee operations by preparing meeting materials, drafting agendas, distributing governance documentation, and maintaining compliance records.</li><li>Maintain corporate records, annual filings, and assist with subsidiary governance.</li><li>Draft, review, organize, and archive contracts, agreements, and other legal documents.</li><li>Manage e-signature workflows and contract lifecycle using legal technology tools.</li><li>Maintain legal databases and knowledge management resources.</li><li>Organize and coordinate meetings, events, and onboarding for the legal team.</li><li>Liaise with internal stakeholders and external vendors.</li><li>Contribute to process improvement initiatives.</li></ul>
We are looking for a detail-oriented Order Entry Specialist to join our team on a contract basis in Petaluma, California. In this role, you will leverage your expertise in Sage 300 to train staff on order entry processes, ensuring accuracy and efficiency. This position offers an opportunity to make a meaningful impact by optimizing workflows and enhancing operational performance.<br><br>Responsibilities:<br>• Deliver comprehensive training sessions on Sage 300 Order Entry functionalities to team members.<br>• Develop user-friendly documentation and workflows to standardize order entry processes.<br>• Provide expert guidance on maximizing the use of Sage 300 modules for order management.<br>• Troubleshoot and resolve common issues during training to ensure smooth operation.<br>• Recommend strategies to improve data integrity and streamline order management tasks.<br>• Create customized training materials to accommodate various learning styles and technical levels.<br>• Collaborate with teams to identify process improvements and implement best practices.<br>• Offer practical solutions to optimize Sage 300 modules for related tasks like inventory control and accounts receivable.<br>• Ensure compliance with industry standards and company policies within order entry workflows.
